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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVZX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. JMVZX (11.1B). MVCAX pays higher dividends than JMVZX: MVCAX (1.09) vs JMVZX (0.53). JMVZX was incepted earlier than MVCAX: JMVZX (18 years) vs MVCAX (25 years). JMVZX (1.48) is less costly to investors than MVCAX (0.98). JMVZX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVZX has a lower initial minimum investment than MVCAX: JMVZX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. JMVZX (-4.37). MVCAX return over 5 years is better than : 20.74 vs. JMVZX (-22.49).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.48 | 0.98 | 151% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 15.362 | 17.692 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 17.7B | 63% |
| Annual Yield % from dividends | 0.53 | 1.09 | 48% |
| Returns for 1 year | -4.37 | 13.14 | -33% |
| Returns for 3 years | 3.31 | 29.68 | 11% |
| Returns for 5 years | -22.49 | 20.74 | -108% |
| Returns for 10 years | -6.17 | 86.14 | -7% |
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